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Relation ship of diary / date files


RogerA
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Hi. Would appreciate some help with the following:

I have two files Days and Dates to form a simple diary for clinic appointments. Dates is shown through a portal on Days. (Seems to work well!) I also have a Customer file. I need to get the customer ID and customer name through to the dates lines in the Portal so that when I enter the ID the customer name comes up. I can do this in the Dates file itself, but when I put the fields on to the dates portal, the name doesn't show automatically.What am I doing wrong? Many thanks, Roger

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It's a rather confusing structure, "Days" and "Dates" sound like the same thing. But to answer your question, for a field to show in a portal, it must exist in the file that the portal's relationship is targeting.

The field "CustomerName" doesn't really exist in Dates, so it can't show in the portal in Days. You're probably just showing it in Dates as a related field on the layout, which would normally be all you'd need.

Dates must have a relationship, based on the CustomerID, back to the Customer file.

Create a calculation field, _cCustomer, which is just the related field, =

Customers_CustomerID::CustomerName

It's an unstored calculation, 'cause of the relationship.

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